FDS
Freedom Day Solutions’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,543
| Closed | -$250K | – | 95 |
|
|
2019
Q4 | $250K | Buy |
4,543
+509
| +13% | +$28K | 0.17% | 86 |
|
|
2019
Q3 | $231K | Sell |
4,034
-716
| -15% | -$41K | 0.17% | 84 |
|
|
2019
Q2 | $275K | Buy |
4,750
+171
| +4% | +$9.9K | 0.21% | 77 |
|
|
2019
Q1 | $230K | Sell |
4,579
-2,705
| -37% | -$136K | 0.19% | 83 |
|
|
2018
Q4 | $322K | Sell |
7,284
-8,617
| -54% | -$381K | 0.34% | 65 |
|
|
2018
Q3 | $932K | Buy |
15,901
+38
| +0.2% | +$2.23K | 0.74% | 57 |
|
|
2018
Q2 | $840K | Buy |
15,863
+502
| +3% | +$26.6K | 0.68% | 59 |
|
|
2018
Q1 | $936K | Buy |
15,361
+821
| +6% | +$50K | 0.82% | 53 |
|
|
2017
Q4 | $1.03M | Buy |
+14,540
| New | +$1.03M | 0.87% | 50 |
|